HIGJX Mutual Fund

HIGJX Mutual Fund

NAV$20.89
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Returns Overview

1 Month
-3.40%
3 Months
-1.24%
6 Months
+6.45%
YTD
+7.50%
1 Year
+7.94%
3 Years (annualized)
+15.97%
5 Years (annualized)
+9.28%
10 Years (annualized)
+11.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HIGJX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.50%
Peer Avg (YTD)
+9.98%
vs Peers
-2.48%

HIGJX Mutual Fund Performance

HIGJX performance across multiple time periods: 1-month -3.40%, YTD 7.50%, 1-year 7.94%, 3-year 15.97%, 5-year 9.28%, 10-year 11.31%.

HIGJX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

HIGJX vs another fund shows side-by-side returns. HIGJX alternatives are available in the Mutual Fund Screener.